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Copper + Loyalty Gator

Create Loyalty Gator customers from new Copper leads

Boost your customer loyalty efforts by seamlessly adding new leads from Copper to Loyalty Gator as customers. This efficient workflow triggers when there's a new lead in Copper and swiftly creates a customer profile in Loyalty Gator. Stay organized and enhance your loyalty program experience without any manual work involved.

Boost your customer loyalty efforts by seamlessly adding new leads from Copper to Loyalty Gator as customers. This efficient workflow triggers when there's a new lead in Copper and swiftly creates a customer profile in Loyalty Gator. Stay organized and enhance your loyalty program experience without any manual work involved.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Loyalty GatorLoyalty Gator
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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loyalty-gator logo
loyalty-gator logo

About Loyalty Gator

Loyalty Gator is a customer loyalty program that helps increase retention and sales while providing cross communication of transactions.

Related categories